MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$750M
2
+$7.27M
3
+$7.22M
4
SPRU icon
Spruce Power Holding Corp
SPRU
+$2.09M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$6.21M
2
+$677K
3
+$561K
4
MRK icon
Merck
MRK
+$554K
5
YUMC icon
Yum China
YUMC
+$401K

Sector Composition

1 Consumer Discretionary 12.56%
2 Technology 11.15%
3 Healthcare 7.11%
4 Consumer Staples 6.84%
5 Utilities 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$462K 0.06%
2,047
-32
202
$460K 0.06%
+5,810
203
$451K 0.06%
12,274
+4
204
$447K 0.06%
8,692
205
$445K 0.06%
8,240
-48
206
$444K 0.06%
3,715
-753
207
$440K 0.06%
8,378
+655
208
$439K 0.06%
2,477
-15
209
$432K 0.06%
1,713
-18
210
$428K 0.06%
1
211
$425K 0.06%
17,201
+414
212
$422K 0.06%
1,700
+17
213
$417K 0.06%
8,291
+16
214
$414K 0.06%
1,915
+103
215
$413K 0.06%
3,639
+91
216
$412K 0.06%
3,507
217
$411K 0.06%
1,537
-87
218
$406K 0.05%
13,982
+1,490
219
$403K 0.05%
12,767
220
$399K 0.05%
13,406
-4,770
221
$395K 0.05%
11,571
-111
222
$394K 0.05%
6,649
-17
223
$384K 0.05%
3,138
-300
224
$383K 0.05%
+7,218
225
$376K 0.05%
5,119
+34
7 8
9
10 11